sei (nasdaq:seic) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. for more information, visit seic.com.
Company profile
Ticker
SEIC
Exchange
Website
CEO
Alfred West
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
SEI CORP
SEC CIK
Corporate docs
Subsidiaries
SEI Investments Distribution Co. • SEI Investments Management Corporation • SEI Investments Developments, Inc. • SEI Custodial Operations Company, LLC • SEI Trust Company • SEI Funds, Inc. • SEI Investments, Inc. • SEI Global Investments Corporation • SEI Investments Canada Company • SEI Advanced Capital Management, Inc. ...
IRS number
231707341
SEIC stock data
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
1 Mar 24
10-K/A
2023 FY
Annual report (amended)
22 Feb 24
8-K
Regulation FD Disclosure
21 Feb 24
10-K
2023 FY
Annual report
20 Feb 24
8-K
Departure of Directors or Certain Officers
5 Feb 24
8-K
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard
1 Feb 24
8-K
SEI Reports Fourth-Quarter 2023 Financial Results
31 Jan 24
8-K
Departure of Directors or Certain Officers
22 Dec 23
8-K
Regulation FD Disclosure
21 Dec 23
8-K
Other Events
18 Dec 23
Transcripts
SEIC
Earnings call transcript
2023 Q4
31 Jan 24
SEIC
Earnings call transcript
2023 Q3
25 Oct 23
SEIC
Earnings call transcript
2023 Q2
26 Jul 23
SEIC
Earnings call transcript
2023 Q1
20 Apr 23
SEIC
Earnings call transcript
2022 Q4
25 Jan 23
SEIC
Earnings call transcript
2022 Q3
27 Oct 22
SEIC
Earnings call transcript
2022 Q2
21 Jul 22
SEIC
Earnings call transcript
2022 Q1
21 Apr 22
SEIC
Earnings call transcript
2021 Q4
27 Jan 22
SEIC
Earnings call transcript
2021 Q3
21 Oct 21
Latest ownership filings
4
ALFRED P WEST JR
28 Mar 24
4/A
Sean Denham
28 Mar 24
4
PAUL KLAUDER
28 Mar 24
3
PAUL KLAUDER
28 Mar 24
3
JAMES CIPRIANO
28 Mar 24
144
Notice of proposed sale of securities
26 Mar 24
4
Sean Denham
18 Mar 24
3
Sean Denham
18 Mar 24
144
Notice of proposed sale of securities
1 Mar 24
4
Mark Andrew Warner
26 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
70.4% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 449 |
Opened positions | 53 |
Closed positions | 44 |
Increased positions | 146 |
Reduced positions | 162 |
13F shares | Current |
---|---|
Total value | 5.54 tn |
Total shares | 92.52 mm |
Total puts | 1.00 k |
Total calls | 21.90 k |
Total put/call ratio | 0.0 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 11.98 mm | $721.76 bn |
BLK Blackrock | 11.36 mm | $684.21 bn |
Loomis Sayles & Co L P | 9.61 mm | $578.45 bn |
MS Morgan Stanley | 5.95 mm | $358.29 bn |
STT State Street | 5.80 mm | $349.12 bn |
Beutel, Goodman & Co | 4.04 mm | $242.88 bn |
BAC Bank Of America | 3.04 mm | $183.26 bn |
Geode Capital Management | 1.94 mm | $116.76 bn |
GWL Great West Life Assurance | 1.58 mm | $95.01 bn |
Royce & Associates | 1.43 mm | $86.03 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
26 Mar 24 | Alfred P West JR | Common Stock | Sell | Dispose S | No | No | 70.75 | 150,000 | 10.61 mm | 7,884,834 |
18 Mar 24 | Sean Denham | Common Stock | Grant | Acquire A | No | No | 0 | 45,000 | 0.00 | 45,000 |
18 Mar 24 | Sean Denham | Option to Purchase Common Stock Common Stock | Grant | Acquire A | No | No | 68.74 | 22,500 | 1.55 mm | 22,500 |
8 Mar 24 | Paul Klauder | Common Stock | Sell | Dispose S | No | No | 69.8 | 2,000 | 139.60 k | 20,752 |
8 Mar 24 | Paul Klauder | Common Stock | Option exercise | Acquire M | No | No | 40.64 | 2,000 | 81.28 k | 22,752 |
8 Mar 24 | Paul Klauder | Option to Purchase Common Stock Common Stock | Option exercise | Dispose M | No | No | 40.64 | 2,000 | 81.28 k | 0 |
News
IXS Holdings Selects SEI Investments SEI Sphere For Cybersecurity And Network Operations
27 Mar 24
The Analyst Verdict: SEI Inv In The Eyes Of 4 Experts
15 Mar 24
Oppenheimer Maintains Outperform on SEI Inv, Raises Price Target to $77
15 Mar 24
SEI Announces A Strategic Investment Of $10M In TIFIN, A Leading Innovation Platform Accelerating The Adoption Of Artificial Intelligence
21 Feb 24
Critical Insights From SEI Inv Analyst Ratings: What You Need To Know
1 Feb 24
Press releases
IXS Holdings Selects SEI for Cybersecurity and Network Operations
27 Mar 24
SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients
21 Mar 24
SEI Appoints Sean Denham as CFO
5 Feb 24
SEI Reports Fourth-Quarter 2023 Financial Results
31 Jan 24
SEI and Phillies Launch Contest for Mural at Citizens Bank Park
11 Jan 24